Wiser Advisor Group LLC Has $1.75 Million Stock Holdings in Schwab US Large-Cap ETF $SCHX

Wiser Advisor Group LLC grew its stake in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX) by 12.2% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 71,603 shares of the company’s stock after purchasing an additional 7,809 shares during the period. Schwab US Large-Cap ETF comprises about 3.0% of Wiser Advisor Group LLC’s holdings, making the stock its 14th biggest holding. Wiser Advisor Group LLC’s holdings in Schwab US Large-Cap ETF were worth $1,750,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors have also recently bought and sold shares of SCHX. CM Wealth Advisors LLC lifted its holdings in shares of Schwab US Large-Cap ETF by 1.3% in the second quarter. CM Wealth Advisors LLC now owns 32,538 shares of the company’s stock valued at $795,000 after purchasing an additional 414 shares in the last quarter. Dumont & Blake Investment Advisors LLC lifted its stake in Schwab US Large-Cap ETF by 3.4% in the 2nd quarter. Dumont & Blake Investment Advisors LLC now owns 13,043 shares of the company’s stock worth $319,000 after acquiring an additional 433 shares in the last quarter. Asset Management Group Inc. boosted its position in Schwab US Large-Cap ETF by 0.3% during the 1st quarter. Asset Management Group Inc. now owns 175,006 shares of the company’s stock worth $3,864,000 after acquiring an additional 452 shares during the period. Bryn Mawr Trust Advisors LLC boosted its position in Schwab US Large-Cap ETF by 0.6% during the 2nd quarter. Bryn Mawr Trust Advisors LLC now owns 82,388 shares of the company’s stock worth $2,014,000 after acquiring an additional 453 shares during the period. Finally, Westbourne Investments Inc. grew its stake in Schwab US Large-Cap ETF by 0.7% during the 2nd quarter. Westbourne Investments Inc. now owns 69,563 shares of the company’s stock valued at $1,700,000 after acquiring an additional 455 shares in the last quarter.

Schwab US Large-Cap ETF Stock Performance

Shares of SCHX opened at $26.54 on Friday. The company’s 50 day moving average price is $26.44 and its 200 day moving average price is $24.99. Schwab US Large-Cap ETF has a 52 week low of $19.00 and a 52 week high of $27.27. The company has a market capitalization of $61.63 billion, a PE ratio of 25.66 and a beta of 1.01.

Schwab US Large-Cap ETF Profile

Schwab U.S. Large-Cap ETF (the Fund) goal is to track the total return of the Dow Jones U.S. Large-Cap Total Stock Market Index (the Index). The Fund’s index includes the large-cap portion of the Dow Jones U.S. Total Stock Market Index available to investors in the marketplace. The Dow Jones U.S. Large-Cap Total Stock Market Index includes the components ranked 1-750 by full market capitalization.